The Wealth Management Associate will be responsible for developing and maintaining a book of business within the New York region
Job Summary
The Wealth Management Associate will be responsible for developing and maintaining a book of business within the New York region.
This role involves providing comprehensive financial advice and solutions to clients across multiple locations including Albany, Buffalo, Rochester, and Syracuse.
Equitable Holdings offers a competitive compensation package and opportunities for professional growth within a leading financial services firm.
Matching Summary
The Wealth Management Associate will be responsible for developing and maintaining a book of business within the New York region.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Strong sales and business development skills
Ability to build client relationships
Knowledge of financial planning products
Nice-to-have
Experience in wealth management industry
Proven track record of meeting quotas
Excellent communication and interpersonal skills
Key Requirements
Bachelor's degree preferred
FINRA licenses (Series 6/7) required or ability to obtain